Financial Harvest Wealth Advisors

Financial Harvest Wealth Advisors Helping families pursue financial clarity through disciplined investing, retirement planning, and wealth guidance since 2002.

Clients can expect proactive relationships, personalized and passionate service, and unwavering commitment to honoring our word. Through our Wealth Management Process, along with our strategic partnerships and professional network, we deliver highly-personalized, fee-based advice to help our clients preserve and enhance their wealth across generations to live a life well-lived. What Are Our Client

s’ Concerns:

Our clients tend to have many of the following concerns:
•Having more than enough money throughout their lifetime to protect their independence and dignity
•Access to the best doctors and medical care when needed now and in old age
•Mitigating income, capital gains, and estate taxes
•Ensuring heirs are taken care of
•Protecting wealth from being unjustly taken
•Existential concerns such as charitable giving and leaving a legacy

This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.

Labor Day is a good moment to pause on something we say often but rarely sit with: the work you put in today is the reas...
09/07/2026

Labor Day is a good moment to pause on something we say often but rarely sit with: the work you put in today is the reason there’s anything to harvest later.

At Financial Harvest Wealth Advisors, we spend much of our time with people who are still in the growing season, building a career, a business, and a family's financial footing. The instinct to keep working and keep building is exactly right. What's often missing is a plan for what that work is actually building.

That's the other half of the job. Not just laboring well, but making sure the labor compounds into something durable.

Wishing everyone a restful Labor Day. The work will be there tomorrow, so will we, whenever you're ready to talk about where you're headed.

09/05/2026

Taxes don't retire when you do.

Choose the session that works for you:
Saturday, September 19
9:30 to 11:00 a.m.
Rollins College, Winter Park
Tuesday, September 22
3:30 to 5:00 p.m.
Winter Park Library
There is no fee to attend, but registration is required.
Reserve your seat today:
https://financialharvest.com/taxcourse/
407-937-0707

09/04/2026

Taxes don't retire when you do.

Join Financial Harvest for a no-cost, 90-minute Tax Planning for Retirement workshop with Q&A. You'll learn how taxes can affect your retirement income, Social Security, Medicare premiums, required minimum distributions, Roth conversions, and the legacy you leave behind.

Choose the session that works for you:

Saturday, September 19
9:30 to 11:00 a.m.
Rollins College, Winter Park

Tuesday, September 22
3:30 to 5:00 p.m.
Winter Park Library

There is no fee to attend, but registration is required.
Reserve your seat today: https://financialharvest.com/taxcourse/
407-937-0707

Join us for Coffee Talk for a conversation about current market conditions, the upcoming mid-term elections, volatile oi...
09/02/2026

Join us for Coffee Talk for a conversation about current market conditions, the upcoming mid-term elections, volatile oil prices, and the broader economic trends worth watching.

☕ Tuesday, September 15 | 8:15 AM
📍 Winter Park Community Center, 721 W. New England Ave., Winter Park, FL 32789

RSVP required: [email protected] or 407-937-0707

09/01/2026

You've spent years building it. One lawsuit, one divorce, one creditor claim could take it.

Episode 52 of Plant. Harvest. Prosper. looks at why the people with the most on the line often have the least protection in place, and what a real asset protection strategy actually requires.

Kellen Williams walks through why timing matters more than most people realize, the first layer nearly everyone should have, and where a DIY approach to protecting assets tends to fall apart.

If you've built significant wealth, whether through a business, a career, or an inheritance, this one's worth your time.

Watch the full episode: https://financialharvest.com/episode/php-episode-52-asset-protection/

Meet Katie Witter, Principal & Wealth Advisor at Financial Harvest Wealth Advisors.A Certified Succession Planner™, Kati...
08/31/2026

Meet Katie Witter, Principal & Wealth Advisor at Financial Harvest Wealth Advisors.

A Certified Succession Planner™, Katie has spent more than 20 years helping clients build strong financial foundations and plan for what matters most to them and their families.

When she's not working, you'll find her cheering on her kids from the sidelines or hosting a full, noisy house of friends and family.

Read Katie's full story: https://financialharvest.com/team/katie-m-witter/

08/30/2026

What’s different about working for a company that puts God first?

Kellen Williams shares how he came to Financial Harvest and the difference he experienced after joining a Kingdom-first company.

Hear his story and what it’s meant to be part of a team guided by faith.

08/29/2026

Sometimes, the message you almost ignore is the one that changes everything.

Kellen shares the story of his faith journey and how he ultimately found his way to Financial Harvest. He also reveals why he was initially skeptical of a certain LinkedIn message that helped start it all.

08/28/2026

Each year, Financial Harvest hosts a special women’s event focused on three important areas of life: investing in your health, managing your wealth, and finding joy along the way.

In this video, Katie Witter shares more about the heart behind the event and why creating this space for women continues to be so meaningful.

Are taxes quietly eroding the retirement income you've worked so hard to build?Join our 90-minute workshop on Tax Planni...
08/28/2026

Are taxes quietly eroding the retirement income you've worked so hard to build?

Join our 90-minute workshop on Tax Planning for Retirement. We'll walk through how the 2025 sunset and OBBBA changes affect the next few years, the tax traps that catch pre-retirees off guard, and strategies to protect what you've saved.

Choose the session that works best for you:
Saturday, September 19, 9:30 to 11:00 a.m., Rollins College, Winter Park
Tuesday, September 22, 3:30 to 5:00 p.m., Winter Park Library

No fee to attend. Registration required.

Learn more and reserve your seat at https://financialharvest.com/taxcourse/

Address

1091 W Morse Boulevard, Suite 200
Winter Park, FL
32789

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm
Sunday 7am - 8pm

Telephone

+14079370707

Website

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